Financial Adviser
· SOUTHPORT, QLD
Patrick James Montgomerie
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001310752
Patrick James Montgomerie is a financial adviser based in Southport, Queensland, with 1 year of experience in the financial services industry. Patrick is currently authorised under Count Financial Limited. Patrick holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Accounting and Finance) from University of Tasmania.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Business (Accounting and Finance)
University of Tasmania
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education